Weekly Published Article

12-4-21 - To Give And Receive

It is December, and with all the holiday decorations out at the stores and Christmas music on the radio, we are now in the holiday gift-giving season.  Over the next several weeks, many gifts will be given and received.  The problem with this, however, is that each year many gifts are given, received, and forgotten about soon after with no real meaning or lifetime value for the giver or for the recipient.  This truly is a shame. 



11-28-21 - Retirement Traps To Avoid

There is no denying that retirement planning is sophisticated, complicated, and an ongoing process.  You simply must keep up to date and educated on the ever-changing tax laws, rule changes, plan provisions, and constant market fluctuations in order to make adjustments and changes to your plan on a regular basis.  Due to all of the complexities of retirement planning, everyone is going to make some mistakes.

11-20-21 - November 2021 Question Of The Month

“Hi, Brian.  I am 64 years old and just retired.  My husband makes a good living and will continue to work for a few more years.  I would like to turn my Social Security on now, but since I would be turning it on before my full-retirement age, will my benefits be reduced because my husband makes a good living?  Please let me know.  Thank you.”  Linda



11-13-21 - How Do You Find The Right One?

As most people know, the financial, economic, and investment world has changed dramatically over the last several years.  Of course, that is expected to continue into the future.  All of these changes have caused questions, concerns, and uncertainties for many people.  And when you add to that, the complexities of retirement planning these days, things can get very difficult, confusing, and overwhelming.

11-6-21 - Time Is Running Out

Can you believe it is November already?  Of course, this means there are only a few weeks left in the year.  Obviously, it is one of the busiest times of the year, and people everywhere will be scrambling trying to get things done.  You probably do not need anything else added to your plate right now.